West Oak Capital’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.3K | Sell |
19,069
-110
| -0.6% | -$17.2K | 1.16% | 31 |
|
|
2025
Q2 | $30.6K | Buy |
19,179
+2,507
| +15% | +$409K | 1.2% | 26 |
|
|
2025
Q1 | $28.4K | Sell |
16,672
-362
| -2% | -$60.6K | 1.1% | 24 |
|
|
2024
Q4 | $28.6M | Buy |
17,034
+70
| +0.4% | +$11.9K | 1.01% | 20 |
|
|
2024
Q3 | $29.4K | Buy |
16,964
+75
| +0.4% | +$12.7K | 0.55% | 21 |
|
|
2024
Q2 | $2.79M | Buy |
16,889
+697
| +4% | +$114K | 1.12% | 24 |
|
|
2024
Q1 | $2.63M | Buy |
16,192
+145
| +0.9% | +$22.7K | 1.12% | 22 |
|
|
2023
Q4 | $2.42M | Sell |
16,047
-505
| -3% | -$74.8K | 1.13% | 23 |
|
|
2023
Q3 | $2.41M | Sell |
16,552
-6
| -0% | -$916 | 1.2% | 23 |
|
|
2023
Q2 | $2.51M | Sell |
16,558
-574
| -3% | -$86.5K | 1.22% | 24 |
|
|
2023
Q1 | $2.55M | Buy |
17,132
+148
| +0.9% | +$21.2K | 1.29% | 23 |
|
|
2022
Q4 | $2.57M | Sell |
16,984
-350
| -2% | -$49.1K | 1.34% | 18 |
|
|
2022
Q3 | $2.19M | Buy |
17,334
+232
| +1% | +$33K | 1.19% | 24 |
|
|
2022
Q2 | $2.46M | Sell |
17,102
-598
| -3% | -$89.9K | 1.29% | 18 |
|
|
2022
Q1 | $2.71M | Sell |
17,700
-350
| -2% | -$54.8K | 1.22% | 25 |
|
|
2021
Q4 | $2.95M | Buy |
18,050
+5
| +0% | +$742 | 1.09% | 27 |
|
|
2021
Q3 | $2.52M | Buy |
18,045
+75
| +0.4% | +$10.6K | 0.98% | 31 |
|
|
2021
Q2 | $2.42M | Buy |
17,970
+320
| +2% | +$43.3K | 0.96% | 34 |
|
|
2021
Q1 | $2.39M | Buy |
17,650
+80
| +0.5% | +$10.4K | 1.02% | 35 |
|
|
2020
Q4 | $2.44M | Buy |
17,570
+260
| +2% | +$36.3K | 1.14% | 26 |
|
|
2020
Q3 | $2.41M | Sell |
17,310
-870
| -5% | -$116K | 1.32% | 20 |
|
|
2020
Q2 | $2.17M | Sell |
18,180
-230
| -1% | -$26.8K | 1.24% | 25 |
|
|
2020
Q1 | $2.02M | Buy |
18,410
+280
| +2% | +$33.6K | 1.39% | 19 |
|
|
2019
Q4 | $2.26M | Sell |
18,130
-2,965
| -14% | -$363K | 1.27% | 21 |
|
|
2019
Q3 | $2.62M | Buy |
21,095
+930
| +5% | +$110K | 1.54% | 12 |
|
|
2019
Q2 | $2.21M | Buy |
20,165
+660
| +3% | +$70.3K | 1.32% | 22 |
|
|
2019
Q1 | $2.03M | Sell |
19,505
-190
| -1% | -$18.5K | 1.27% | 22 |
|
|
2018
Q4 | $1.81M | Sell |
19,695
-96
| -0.5% | -$8.58K | 1.28% | 21 |
|
|
2018
Q3 | $1.65M | Sell |
19,791
-100
| -0.5% | -$8.18K | 0.95% | 40 |
|
|
2018
Q2 | $1.55M | Buy |
19,891
+820
| +4% | +$61.7K | 0.95% | 39 |
|
|
2018
Q1 | $1.51M | Buy |
19,071
+595
| +3% | +$49.6K | 0.9% | 37 |
|
|
2017
Q4 | $1.7M | Sell |
18,476
-335
| -2% | -$30.1K | 1.04% | 32 |
|
|
2017
Q3 | $1.71M | Sell |
18,811
-475
| -2% | -$43.2K | 1.02% | 27 |
|
|
2017
Q2 | $1.68M | Buy |
19,286
+345
| +2% | +$30.4K | 1.02% | 29 |
|
|
2017
Q1 | $1.7M | Buy |
18,941
+40
| +0.2% | +$3.55K | 1.05% | 31 |
|
|
2016
Q4 | $1.59M | Sell |
18,901
-590
| -3% | -$50.3K | 1.06% | 27 |
|
|
2016
Q3 | $1.75M | Buy |
19,491
+395
| +2% | +$34.3K | 1.21% | 24 |
|
|
2016
Q2 | $1.62M | Sell |
19,096
-2,035
| -10% | -$167K | 1.17% | 26 |
|
|
2016
Q1 | $1.74M | Sell |
21,131
-615
| -3% | -$49.6K | 1.34% | 21 |
|
|
2015
Q4 | $1.73M | Buy |
21,746
+2,480
| +13% | +$190K | 1.34% | 24 |
|
|
2015
Q3 | $1.39M | Buy |
19,266
+415
| +2% | +$31.1K | 1.12% | 28 |
|
|
2015
Q2 | $1.47M | Sell |
18,851
-305
| -2% | -$24.5K | 1.1% | 29 |
|
|
2015
Q1 | $1.57M | Buy |
19,156
+310
| +2% | +$26.7K | 1.15% | 30 |
|
|
2014
Q4 | $1.72M | Buy |
18,846
+210
| +1% | +$18.5K | 1.25% | 22 |
|
|
2014
Q3 | $1.56M | Sell |
18,636
-85
| -0.5% | -$6.96K | 1.17% | 32 |
|
|
2014
Q2 | $1.47M | Buy |
18,721
+30
| +0.2% | +$2.42K | 1.07% | 34 |
|
|
2014
Q1 | $1.51M | Buy |
18,691
+100
| +0.5% | +$7.88K | 1.1% | 32 |
|
|
2013
Q4 | $1.51M | Sell |
18,591
-60
| -0.3% | -$4.89K | 1.12% | 33 |
|
|
2013
Q3 | $1.41M | Buy |
18,651
+155
| +0.8% | +$12.3K | 1.1% | 27 |
|
|
2013
Q2 | $1.42M | Buy |
+18,496
| New | +$1.45M | 1.19% | 20 |
|
Other funds holding PG
West Oak Capital's PG Position: Q3 2025 in Review
West Oak Capital reduced its Procter & Gamble (PG) stake by 0.57% in Q3 2025, selling an estimated $17.2K and leaving 19,069 shares worth $29.3K. The position accounts for 1.16% of the portfolio, ranked #31.
West Oak Capital first reported a position in PG in Q2 2013 and has held it in 50 quarters since. The position peaked at $28.6M in Q4 2024. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.
- West Oak Capital held 19,069 shares of Procter & Gamble worth $29.3K as of Q3 2025.
- West Oak Capital sold 110 Procter & Gamble shares in Q3 2025, an estimated $17.2K.
- Procter & Gamble made up 1.16% of West Oak Capital's portfolio in Q3 2025, its #31 holding.
- West Oak Capital first reported a position in Procter & Gamble in Q2 2013 and has held it in 50 quarters since.
- West Oak Capital's Procter & Gamble position peaked at $28.6M in Q4 2024.
- 3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.